When a user creates a new GI on their environment the system will auto assign a Screen ID. This is fine unless you are developing a Custom Project package for deployment to another site. If you do not change the screen ID to be unique then your deployment might fail. I have 3 points. How … Read more
Microsoft’s manufacturing offerings are surprisingly robust, so learning more about the key elements that make up this suite can help you assess what you need and what features will serve your brand best. Instead of racing your way through a high-speed demo, you can look at the highlights and key functions of this powerful part … Read more
Switching to Dynamics 365 Business Central can enhance your ability to care for your customers and allow you to provide the type of service that keeps people coming back for more. If you want to set your business apart from the competition, differentiating based on service is one of the best ways to do so, regardless of the … Read more
It’s that time of year again: the air has grown crisp, the snow has started to fall, and Microsoft has released the year-end updates for Dynamics GP. No matter which version you’re currently running (Dynamics GP 2015, Dynamics GP 2016, or Dynamics GP 2018), there are three main items to note: some forms that stay … Read more
One of my favorite new features of Office 365 – 2016 is the get started quickly with the Start screen. This feature runs across the board with Microsoft Word, Excel, PowerPoint, and Publisher. The Start screen gives you quick access to the most recently used documents, or open other documents from local or cloud storage … Read more
Acumatica Product Release Stages Acumatica’s Product Releases are designed to deliver high quality versions of the product on a predictable schedule allowing customers to stay on the most current release of the product and at the same time have ample time to preview major upgrades before going into production. Supported Releases Acumatica is constantly innovating … Read more
Summary Many aspects of a custom solution for Acumatica can be done within the confines of a Visual Studio Project. However a customization project package must still be maintained within an instance of Acumatica. Here’s a simple method of exporting and importing those changes to be captured by source control. Method Let’s say you already … Read more
Yes, you can survive business disruption, just not with your legacy ERP. This new Whitepaper from Mint Jutras lays out the value of having an agile ERP platform. Disruption Everyone knows it could be coming soon to their market-with or without warning, but nobody likes to think about it. It’s not just new competition, it’s … Read more
Are you using our AP Inbox Assist add-on for Acumatica yet? If you aren’t, you’re missing out. Never chase down paper invoices again. Streamline your experience, from receipt of invoice to approval to payment. Our custom-made product is better than ever with these new features. Here is a list of three new things you can do with … Read more
In a previous blog, we discussed how to add custom data fields to a form and also discussed the advantages and limitations of Attributes. Prior to the Acumatica 2018 R2 update, Attributes were only available for Customer Management (e.g. Leads, Contacts, Cases, Opportunities, Business Accounts, and Marketing Campaigns), Inventory Items, Projects, Employees, Vendors, and Customers. In … Read more
If one of the hats you wear at work is that of a project manager, you know how frustrating it can sometimes be to tie together all of the details involved in a single project. You have assets to purchase and allocate, employee time sheets to approve and assign to the project, client invoices to … Read more
Over the course of seven weeks, Crestwood’s Microsoft Dynamics 365 Business Central experts presented a series of webinars, ranging from a high-level overview to deep dives into each individual module. What Is Dynamics 365 Business Central? Dynamics 365 Business Central is a cloud-based, all-in-one ERP solution for every department from accounting to Sales. It looks … Read more
Having a centralized administration hub is becoming more essential than luxury in the modern age of low overhead digital business. Even companies or franchises competing at scale in the brick and mortar space benefit from the features that Microsoft Dynamics 365 Business Central platform offers. Whether your business is heavy on inventory or you are … Read more
Whether you are shipping, receiving or need to manage existing inventory, you need a robust and intuitive set of tools to maximize efficiency and productivity. Business Central is designed with supply chain efficiency and management in mind and can help you solve some of the most common frustrations and issues our clients experience. An overview … Read more
Free Training Events & Webinar Join our in-house Microsoft Dynamics GP experts for our annual year-end events. All the events will cover the same information, so pick what works best for you! We will have multiple local events you can attend in person, or an online webinar. No matter what you choose, you will learn … Read more
Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and functions. Here’s a quick guide … Read more
If not making a decision to implement or upgrade to a cloud ERP is the decision you choose to make, there may be a delay in growth. Read about the financial effects of your non-decision in the new Aberdeen Group Whitepaper, The Cost of Doing Nothing: Why You Can’t Afford to Sit on an ERP … Read more
Before you jump into the Acumatica screen to set up item pricing, you should think about what drives pricing on your products. Things such as: Stock or non-stock item Default price Sales price The customer The price class Discounts Currency Unit of measure Location Warehouse Markup percent And possibly more Note: Acumatica’s sales order entry … Read more
Many times I get asked questions about what all the different dates in Microsoft Dynamics GP do and or mean. All the dates in Dynamics GP can be confusing. So, I created this handy overview to help you out. Basic User Dates Thanks to Jen Kuntz for her post. User Date: Your “User Date” … Read more
Recently working with a customer we were trying to give a user access to a TEST company in Microsoft Dynamics GP. When trying to switch to the test company, the user was getting the following error: “The selected company is not configured as a company of the current Microsoft Dynamics GP system database. You must … Read more
With the Year-end fast approaching, there are some versions of Dynamics GP that are no longer supported. In 2018, any release prior to and including GP 2013. If you are using the payroll module in any of these releases you will not receive the Payroll Year-end Update hotfix that Microsoft releases in November 2018, and … Read more
I recently came across a client that had issues accessing new Items, Customers, and Vendors. The issue wound up being relatively simple; it was because when these things were setup in Dynamics GP, the Entity Relationship in Multi Entity Management was not setup. What is Multi-Entity Management? If you use multiple companies in Dynamics … Read more
Free Webinar Series Register Here! Join us in the upcoming months to see Acumatica in action! Acumatica, the true cloud ERP solution, has quickly taken the ERP world by storm. If you’ve ever been curious about the platform, you’re in luck: the reigning Acumatica Partner of the Year (2016 & 2017) is here to … Read more
We are excited to give you a preview of some of the new features in Crestwood AR Collections Management for Microsoft Dynamics SL 2018. In addition, this functionality will be available as a Feature Pack for SL 2015 Users! Attach Statements to Emails – When you are mass producing Dunning Letter emails you will now have … Read more